Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,434 institutions that hold shares in the stock, with a total of 336 Million shares, which have been reported (via 13F filing form) to have a value of $152 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
7,454
shares
|
$3.36 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
7,440
shares
|
$3.35 Million
0.58% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
7,429
shares
|
$3.35 Million
0.31% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
7,411
shares
|
$3.34 Million
0.83% of portfolio
|
Q2 2025
Added 51.99%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
7,402
shares
|
$3.34 Million
0.39% of portfolio
|
Q3 2023
Reduced 7.2%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
7,401
shares
|
$3.34 Million
0.05% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
7,324
shares
|
$3.3 Million
1.52% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Delta Global Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,280
shares
|
$3.28 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
7,272
shares
|
$3.28 Million
1.5% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
7,249
shares
|
$3.27 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
7,246
shares
|
$3.27 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
7,210
shares
|
$3.25 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
7,209
shares
|
$3.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 63.25%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
7,177
shares
|
$3.23 Million
0.88% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
7,161
shares
|
$3.23 Million
0.24% of portfolio
|
Q2 2025
Added 16.82%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jul 24, 2025 Q2 2025 |
7,155
shares
|
$3.22 Million
1.22% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
7,124
shares
|
$3.21 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
7,072
shares
|
$3.19 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
7,071
shares
|
$3.19 Million
0.25% of portfolio
|
Q2 2025
Added 34.71%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
7,066
shares
|
$3.18 Million
1.96% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,031
shares
|
$3.17 Million
0.47% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
7,030
shares
|
$3.17 Million
2.39% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Bcm Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
7,001
shares
|
$3.16 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
6,984
shares
|
$3.15 Million
0.32% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,977
shares
|
$3.14 Million
0.19% of portfolio
|
Q2 2025
Reduced 23.02%
|